CRM with invoicing: the order starts in sales, the invoice comes out of your ERP
Salesly does not issue invoices. It turns the accepted quote into an order and creates it in Holded or Business Central with clean tax data. Admin invoices from the ERP they already use, without retyping anything.
Sound familiar?
- Customer tax details get typed twice: once in sales, once in invoicing
- Accepted quotes that take days to become an invoice
- Tax IDs, VAT rates and discounts that do not match between order and invoice
- Nobody knows which orders have been invoiced and which are still pending
From quote to order
The quote the customer accepts becomes an order in one click, with tax ID, company name, billing address, VAT and terms already validated at source.
The invoice is created in your ERP
When an order is completed, Salesly automatically creates the customer, the items and the sales invoice or order in Holded or Business Central. Contacts, catalogue and orders sync both ways.
Status of every order
Pending, in progress, completed or already invoiced. Filter by customer and period and answer admin without opening your inbox.
What Salesly does not do
It does not issue invoices or replace your invoicing software. Spain's VeriFactu obligations fall on the software that issues the invoice, which is your ERP. Salesly hands it clean data.
"We used to lose orders between emails. Now everything is in one place."
Laura Sanchez
Administrator, Distribuciones Norte SL
FAQs about CRM and invoicing
Is Salesly a CRM with invoicing?
It is a CRM that connects to your invoicing software. Salesly manages contacts, opportunities, quotes and orders; your ERP (Holded or Business Central) issues the invoice from the synced order. This is the usual setup for SMBs in Spain, because it keeps the sale separate from the tax obligation.
How does VeriFactu fit with Salesly?
VeriFactu regulates the software that issues the invoice, not the sales tool. Since Salesly does not issue invoices, the obligation sits with your ERP. What Salesly does is make sure the data arrives correct at invoicing time: tax ID, company name, VAT and discounts are validated in the quote.
Can I export data for my accountant?
Yes. Export orders and customer data to Excel at any time, and check from Salesly which orders have already been invoiced.
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